Comments on: Lower Service Charge for Balanced Funds http://kclau.com/investment/mixed-asset-funds-save-fees/ A Malaysian compiling Lots of tips and advices on personal financial planning - Protect, accumulate, preserve, and manage your WEALTH wisely! Sat, 11 Oct 2008 14:04:41 +0000 http://wordpress.org/?v=2.5 By: Best Personal Finance Articles 4 Nov 2007 http://kclau.com/investment/mixed-asset-funds-save-fees/#comment-5124 Best Personal Finance Articles 4 Nov 2007 Sat, 03 Nov 2007 22:01:26 +0000 http://kclau.com/2007/10/29/mixed-asset-funds-save-fees/#comment-5124 [...] Money Tips Linking 4 Nov 2007 Last week, an unpleasant incident hit this site on Friday. Our hosting server was facing file system error and it was brought down for repair longer than 30 hours. That’s the longest downtime I’ve ever experienced here. Anyway, everything is fine now except I still have some issues with certain posts that are oddly displayed. The most popular post from last week is the money saving tip about how to get a lower service charge for balanced funds. [...] […] Money Tips Linking 4 Nov 2007 Last week, an unpleasant incident hit this site on Friday. Our hosting server was facing file system error and it was brought down for repair longer than 30 hours. That’s the longest downtime I’ve ever experienced here. Anyway, everything is fine now except I still have some issues with certain posts that are oddly displayed. The most popular post from last week is the money saving tip about how to get a lower service charge for balanced funds. […]

]]> By: KCLau http://kclau.com/investment/mixed-asset-funds-save-fees/#comment-4838 KCLau Wed, 31 Oct 2007 11:55:17 +0000 http://kclau.com/2007/10/29/mixed-asset-funds-save-fees/#comment-4838 Chua, you are right about the service charge when switching from low loaded fund to loaded fund. You are also correct that no matter how bad the equity fund is doing, there is no chance that we have to fully switch from bond to equity to balance our portfolio. At the end, it still saves some money upfront. Chua, you are right about the service charge when switching from low loaded fund to loaded fund. You are also correct that no matter how bad the equity fund is doing, there is no chance that we have to fully switch from bond to equity to balance our portfolio. At the end, it still saves some money upfront.

]]> By: Relax http://kclau.com/investment/mixed-asset-funds-save-fees/#comment-4543 Relax Mon, 29 Oct 2007 11:55:05 +0000 http://kclau.com/2007/10/29/mixed-asset-funds-save-fees/#comment-4543 thank you :-) I find this post to be very useful I hope to read more mutual fund portfolio strategy. thank you :-)

I find this post to be very useful
I hope to read more mutual fund portfolio strategy.

]]> By: chua http://kclau.com/investment/mixed-asset-funds-save-fees/#comment-4531 chua Mon, 29 Oct 2007 10:40:15 +0000 http://kclau.com/2007/10/29/mixed-asset-funds-save-fees/#comment-4531 Besides switching fee, dont't forget you still need to pay the service charge (6.5%) when you rebalance your portfolio from low-loaded bond fund to equity fund. This is significant especially when the market is continuous bearish. However, you will still safe some service charge compare to invest all in balanced fund. Besides switching fee, dont’t forget you still need to pay the service charge (6.5%) when you rebalance your portfolio from low-loaded bond fund to equity fund. This is significant especially when the market is continuous bearish. However, you will still safe some service charge compare to invest all in balanced fund.

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